Institutional shares held 165,363
0 calls
0 puts
Total value of holdings $8.83M
$0 calls
$0 puts
Market Cap $4.95B
92,754,304 Shares Out.
Institutional ownership 0.18%
# of Institutions 7


Latest Institutional Activity in LAZ

Top Purchases

Q1 2024
Orion Portfolio Solutions, LLC Shares Held: 26.9K ($1.44M)
Q1 2024
Byrne Asset Management LLC Shares Held: 28 ($1.5K)
Q1 2024
Cwm, LLC Shares Held: 1.97K ($105K)
Q4 2023
Morgan Stanley Shares Held: 3.79M ($202M)
Q4 2023
Fisher Asset Management, LLC Shares Held: 1.64M ($87.5M)

Top Sells

Q1 2024
Strategic Wealth Partners, Ltd. Shares Held: 0 ($0)
Q1 2024
Td Private Client Wealth LLC Shares Held: 0 ($0)
Q1 2024
Treasurer Of The State Of North Carolina Shares Held: 0 ($0)
Q4 2023
Southeastern Asset Management Inc Shares Held: 18.6K ($994K)
Q4 2023
Ubs Group Ag Shares Held: 361K ($19.3M)

About LAZ

Lazard Ltd, together with its subsidiaries, operates as a financial advisory and asset management firm in North America, Europe, Asia, Australia, and Central and South America. It operates in two segments, Financial Advisory and Asset Management. The Financial Advisory segment offers various financial advisory services regarding mergers and acquisitions, restructurings, capital advisory, shareholder advisory, capital raising, sovereign advisory, and other strategic advisory matters. This segment serves corporate, partnership, institutional, government, sovereign, and individual clients across various industry areas, including consumers, financial institutions, healthcare and life sciences, industrials, power and energy/infrastructure, and real estate, as well as technology, telecommunication, and media and entertainment. The Asset Management segment offers a range of investment solutions, and investment and wealth management services in equity and fixed income strategies; asset allocation strategies; and alternative investments and private equity funds to corporations, public funds, sovereign entities, endowments and foundations, labor funds, financial intermediaries, and private clients. The company was founded in 1848 and is based in Hamilton, Bermuda.


Insider Transactions at LAZ

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
729K Shares
From 5 Insiders
Exercise of conversion of derivative security 729K shares
Sell / Disposition
1.47M Shares
From 9 Insiders
Sale (or disposition) back to the issuer 353K shares
Payment of exercise price or tax liability 36K shares
Bona fide gift 4K shares
Open market or private sale 1.08M shares

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